Human resource assistant security role (HcmHumanResourceAssistant) [AX 2012]

Updated: May 5, 2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

The Human resource assistant security role represents a user who documents human resource events and responds to human resource inquiries.

By default, this security role is assigned the following duties in Microsoft Dynamics AX 2012 and Microsoft Dynamics AX 2012 Feature Pack.

Duty name

Duty AOT name

Duty description

Enable case management

CaseCaseManagementEnable

Set up policies and reference data to enable the case management process

Enable organizational process

HcmOrganizationalProcessEnable

Set up policies and reference data to enable the organizational process

Enable questionnaire process

HcmQuestionnaireProcessEnable

Set up policies and reference data to enable the questionnaire process

Enable skills management process

HcmSkillsProcessEnable

Set up policies and reference data to enable the skills management process

Enable workforce management process

HcmWorkforceProcessEnable

Set up policies and reference data to enable the workforce management process

Inquire into absence process

HcmAbsenceProcessInquire

Respond to inquiries about absence data

Inquire into absence transactions

HcmAbsenceTransactionInquire

Respond to inquiries about absence transactions

Inquire into jobs and positions

HcmJobPositionInquire

Respond to inquiries about job and position data

Inquire into organizational process

HcmOrganizationalProcessInquire

Respond to inquiries about organizational reference data

Inquire into payroll process

HcmPayrollProcessInquire

Respond to inquiries about payroll data

Inquire into performance process

HcmPerformanceProcessInquire

Respond to inquiries about worker-related performance data

Inquire into skills data

HcmSkillInquire

Respond to inquiries about skills data

Maintain cases

CaseCasesMaintain

Maintain cases

Maintain employee cases

CaseEmployeeCasesMaintain

Maintain employee cases

Maintain job and position master

HcmJobPositionMaintain

Maintain jobs and positions

Maintain questionnaire transactions

HcmQuestionnaireTransactionMaintain

Document and record questionnaire transactions

Maintain Retail POS permissions

RetailPOSPermissionsMaintain

Maintain skills

HcmSkillMaintain

Document and record skills

Maintain worker bank accounts

HcmBankAccountsMaintain

Maintain worker bank account information

Maintain worker master

HcmWorkerMaintain

Maintain workers

Maintain worker personal identifications

HcmPersonIdentificationMaintain

Maintain worker personal identification information

Maintain worker user requests

HcmWorkerUserRequestMaintain

Maintain and submit worker user requests

Review case process

CaseCaseProcessReview

Monitor, analyze, and improve the case process

By default, this security role is assigned the following duties in Microsoft Dynamics AX 2012 R2.

Duty name

Duty AOT name

Duty description

Approve position actions

HcmPositionActionApprove

Approve personnel actions that have a Position-create type or Position-modify type

Change multiple position values simultaneously

HcmPositionMassUpdate

Update multiple position values at the same time. For example, position details, duration, relationships, financial dimensions, labor unions, and payroll position information.

Enable case management

CaseCaseManagementEnable

Set up policies and reference data to enable the case management process

Enable organizational process

HcmOrganizationalProcessEnable

Set up policies and reference data to enable the organizational process

Enable personnel actions process

HcmActionTypeSetupEnable

Set up policies and reference data to enable the personnel actions process

Enable questionnaire process

HcmQuestionnaireProcessEnable

Set up policies and reference data to enable the questionnaire process

Enable skills management process

HcmSkillsProcessEnable

Set up policies and reference data to enable the skills management process

Enable workforce management process

HcmWorkforceProcessEnable

Set up policies and reference data to enable the workforce management process

Inquire into absence process

HcmAbsenceProcessInquire

Respond to inquiries about absence data

Inquire into absence transactions

HcmAbsenceTransactionInquire

Respond to inquiries about absence transactions

Inquire into forecast positions

HcmForecastInquire

Respond to inquiries about forecast position data

Inquire into jobs and positions

HcmJobPositionInquire

Respond to inquiries about job and position data

Inquire into organizational model

OMOrganizationsInquire

Respond to inquiries about organization and organization hierarchy master data

Inquire into organizational process

HcmOrganizationalProcessInquire

Respond to inquiries about organizational reference data

Inquire into payroll process

HcmPayrollProcessInquire

Respond to inquiries about payroll data

Inquire into performance process

HcmPerformanceProcessInquire

Respond to inquiries about worker-related performance data

Inquire into position actions

HcmPositionActionProcessInquire

Respond to inquiries about position actions

Inquire into questionnaire transactions

HcmQuestionnaireTransactionInquire

Respond to inquiries about questionnaire transactions

Inquire into skills data

HcmSkillInquire

Respond to inquiries about skills data

Maintain cases

CaseCasesMaintain

Maintain cases

Maintain employee cases

CaseEmployeeCasesMaintain

Maintain employee cases

Maintain forecast position master

HcmForecastMaintain

Maintain forecast positions

Maintain job and position master

HcmJobPositionMaintain

Maintain jobs and positions

Maintain position actions

HcmPositionActionProcessMaintain

Maintain position actions

Maintain questionnaire transactions

HcmQuestionnaireTransactionMaintain

Document and record questionnaire transactions

Maintain Retail POS permissions

RetailPOSPermissionsMaintain

Maintain screenings that workers may be required to take

HcmPersonScreeningMaintain

Allow user to maintain screening data

Maintain skills

HcmSkillMaintain

Document and record skills

Maintain worker bank accounts

HcmBankAccountsMaintain

Maintain worker bank account information

Maintain worker master

HcmWorkerMaintain

Maintain workers

Maintain worker personal identifications

HcmPersonIdentificationMaintain

Maintain worker personal identification information

Maintain worker user requests

HcmWorkerUserRequestMaintain

Maintain and submit worker user requests

Review case process

CaseCaseProcessReview

Monitor, analyze, and improve the case process

Set up payroll positions and workers

PayrollPositionWorkerSetupMaintain

Set up positions and workers for payroll

Set up position action workflows

HcmPositionActionWFProcessEnable

Create or modify position action workflows

By default, this security role is assigned the following duties in Microsoft Dynamics AX 2012 R3.

Duty name

Duty AOT name

Duty description

Enable case management

CaseCaseManagementEnable

Set up policies and reference data to enable the case management process

Review case process

CaseCaseProcessReview

Monitor, analyze, and improve the case process

Maintain cases

CaseCasesMaintain

Maintain cases

Maintain employee cases

CaseEmployeeCasesMaintain

Maintain employee cases

Inquire into absence process

HcmAbsenceProcessInquire

Respond to inquiries about absence data

Inquire into absence transactions

HcmAbsenceTransactionInquire

Respond to inquiries about absence transactions

Enable personnel actions process

HcmActionTypeSetupEnable

Set up policies and reference data to enable the personnel actions process

Maintain worker bank accounts

HcmBankAccountsMaintain

Maintain worker bank account information

Inquire into records needed for compliance reporting

HcmComplianceInquire

Review data needed to complete mandatory reports

Inquire into data that is available in the human resource cube

HcmCubeInquire

Inquire into forecast positions

HCMForecastInquire

Respond to inquiries about forecast position data

Maintain forecast position master

HcmForecastMaintain

Maintain forecast positions

Set up position budgeting

HcmForecastPositionBudgetMaintain

Add, edit, and delete all setup information that is used for position budgeting

Inquire into jobs and positions

HcmJobPositionInquire

Respond to inquiries about job and position data

Maintain job and position master

HcmJobPositionMaintain

Maintain jobs and positions

Enable organizational process

HcmOrganizationalProcessEnable

Set up policies and reference data to enable the organizational process

Inquire into organizational process

HcmOrganizationalProcessInquire

Respond to inquiries about organizational reference data

Inquire into workplace incident records needed for OSHA reporting

HcmOSHAInquire

Review data needed to complete mandatory OSHA reports

Inquire into payroll process

HcmPayrollProcessInquire

Respond to inquiries about payroll data

Inquire into performance process

HcmPerformanceProcessInquire

Respond to inquiries about worker-related performance data

Maintain worker personal identifications

HcmPersonIdentificationMaintain

Maintain worker personal identification information

Maintain screenings that workers may be required to take

HcmPersonScreeningMaintain

Allow user to maintain screening data

Approve position actions

HcmPositionActionApprove

Approve personnel actions that have a Position-create type or Position-modify type

Inquire into position actions

HcmPositionActionProcessInquire

Respond to inquiries about position actions

Maintain position actions

HcmPositionActionProcessMaintain

Maintain position actions

Set up position action workflows

HcmPositionActionWFProcessEnable

Create or modify position action workflows

Change multiple position values simultaneously

HcmPositionMassUpdate

Update multiple position values at the same time. For example, position details, duration, relationships, financial dimensions, labor unions, and payroll position information.

Enable questionnaire process

HcmQuestionnaireProcessEnable

Set up policies and reference data to enable the questionnaire process

Inquire into questionnaire transactions

HcmQuestionnaireTransactionInquire

Respond to inquiries about questionnaire transactions

Maintain questionnaire transactions

HcmQuestionnaireTransactionMaintain

Document and record questionnaire transactions

Inquire into skills data

HcmSkillInquire

Respond to inquiries about skills data

Maintain skills

HcmSkillMaintain

Document and record skills

Enable skills management process

HcmSkillsProcessEnable

Set up policies and reference data to enable the skills management process

Approve worker actions

HcmWorkerActionApprove

Approve worker actions of any worker action type

Inquire into worker actions

HcmWorkerActionProcessInquire

Respond to inquiries about worker actions

Maintain worker actions

HcmWorkerActionProcessMaintain

Create, edit, and delete worker actions

Set up worker action workflows

HcmWorkerActionWFProcessEnable

Create or modify worker action workflows

Maintain worker master

HcmWorkerMaintain

Maintain workers

Maintain worker user requests

HcmWorkerUserRequestMaintain

Maintain and submit worker user requests

Enable workforce management process

HcmWorkforceProcessEnable

Set up policies and reference data to enable the workforce management process

Inquire into organizational model

OMOrganizationsInquire

Respond to inquiries about organization and organization hierarchy master data

Set up payroll positions and workers

PayrollPositionWorkerSetupMaintain

Set up positions and workers for payroll

Maintain payroll worker tax setup

PayrollWorkerTaxSetupMaintain

Maintain retail POS permissions

RetailPOSPermissionsMaintain

Enable time management process

RPayTimeManageProcessEnable

Inquire into time management master data

RPayTimeMasterDataInquire

Inquire into time management process

RPayTimeProcessInquire


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